{
  "crd_number": 283979,
  "slug": "additive-advisory-pbc-memphis-tn-283979",
  "primary_business_name": "ADDITIVE ADVISORY PBC",
  "legal_name": "ADDITIVE ADVISORY PBC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-06-02",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 140930286.0,
  "raum_discretionary": 97610000.0,
  "raum_non_discretionary": 43320286.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 97610000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 43320286.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN"
  ],
  "websites": [
    "https://additivepbc.com",
    "https://linkedin.com/company/additive-advisory-and-capital-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283979",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/additive-advisory-pbc-memphis-tn-283979",
  "display_name": "Additive Advisory PBC",
  "summary": "Additive Advisory PBC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Additive Advisory PBC (CRD 283979): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Additive Advisory PBC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Additive Advisory PBC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Additive Advisory PBC located?",
      "a": "Additive Advisory PBC's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Additive Advisory PBC registered with the SEC or a state?",
      "a": "Additive Advisory PBC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283979."
    },
    {
      "q": "How much does Additive Advisory PBC manage?",
      "a": "Additive Advisory PBC reports $140,930,286 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (69% discretionary)."
    },
    {
      "q": "How have Additive Advisory PBC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Additive Advisory PBC: Regulatory assets under management: $200,304,360 in the October 2021 data and $140,930,286 in the October 2026 data, down 30%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Additive Advisory PBC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Additive Advisory PBC use?",
      "a": "Additive Advisory PBC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Additive Advisory PBC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283979"
    },
    {
      "q": "What changed in Additive Advisory PBC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $106,836,935 to $140,930,286 (+32%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 200304360.0,
      "total_employees": 5,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 151605045.0,
      "total_employees": 4,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 123229677.0,
      "total_employees": 4,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 100955735.0,
      "total_employees": 4,
      "filing_date": "2024-07-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 106836935.0,
      "total_employees": 4,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 140930286.0,
      "total_employees": 3,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $106,836,935 to $140,930,286 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/additive-advisory-pbc-memphis-tn-283979.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 97610000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 43320286.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283979",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}